Fiduciary Responsibility

Investment fiduciaries include investment advisors, trustees and investment committee members—many of whom are either CPAs, or advised by CPAs. This section will discuss the importance of being a fiduciary and what steps need to be taken when you are serving in that capacity.

Guide:
A companion to the handbook Prudent Investment Practices: A Handbook for Investment Fiduciaries, is a collection of memorandums highlighting legal bases underlying the practices set out in the handbook.
Published on June 05, 2014